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Donna Carpenter Morris, CRPC

Donna Carpenter Morris, CRPC

Client Relationship Manager

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location of Donna Carpenter Morris, CRPCWashington DC-Baltimore Area

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  • Timeline

  • About me

    Financial Wellness Consultant at Creative Planning LLC

  • Education

    • Rhode Island College

      -
      Education

  • Experience

    • George Miller Inc

      Jan 1990 - Jan 1996
      Client Relationship Manager

    • NN Investment Partners

      Jan 1996 - Jan 2001
      Client Relationship Manager

    • Transamerica

      Jan 2002 - Oct 2022
      Retirement Planning Consultant

      Provide education to plan sponsor participants in the DC/DB arena through group presentations and one on one consultations.

    • Creative Planning

      Oct 2022 - now
      Financial Wellness Consultant

  • Licenses & Certifications

    • CRPC

      College of Financial Planning
      May 2018

    • FINRA Series 6 & 63

      FINRA
      Feb 1991

    • Investment Advisor Representative

      FINRA
      Oct 2017